Mackenzie Financial’s Privia Health PRVA Stock Holding History

Mackenzie Financial’s Portfolio PRVA Stock Details PRVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$656K	Buy	+25,488	New	+$590K	﹤0.01%	1263
2025 Q3	–	Sell	-44,336	Closed	-$1.02M	–	1814
2025 Q2	$1.02M	Sell	44,336 -1,783	-4%	-$41.3K	﹤0.01%	1007
2025 Q1	$1.04M	Sell	46,119 -26,272	-36%	-$610K	﹤0.01%	968
2024 Q4	$1.42M	Buy	72,391 +33,728	+87%	+$668K	﹤0.01%	860
2024 Q3	$704K	Buy	+38,663	New	+$738K	﹤0.01%	944
2022 Q4	–	Sell	-27,135	Closed	-$924K	–	1553
2022 Q3	$924K	Buy	+27,135	New	+$1M	﹤0.01%	831

Other funds holding PRVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Mackenzie Financial's PRVA Position: Q2 2026 in Review

Mackenzie Financial opened a new position in Privia Health (PRVA) in Q2 2026: 25,488 shares worth $656K. The stake represents ﹤0.01% of the portfolio and ranks #1263 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in PRVA as recently as Q2 2025.

Mackenzie Financial first reported a position in PRVA in Q3 2022 and has held it in 6 quarters since. The position peaked at $1.42M in Q4 2024. 301 funds tracked by Wall St. Rank hold PRVA as of Q2 2026.

Mackenzie Financial held 25,488 shares of Privia Health worth $656K as of Q2 2026.
Privia Health was a new Mackenzie Financial position in Q2 2026.
Privia Health made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1263 holding.
Mackenzie Financial first reported a position in Privia Health in Q3 2022 and has held it in 6 quarters since.
Mackenzie Financial's Privia Health position peaked at $1.42M in Q4 2024.
301 funds tracked by Wall St. Rank held Privia Health as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.